See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,850 | $90,503-74.8% | $78,689-71.0% | $273,961-91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.87% | 75.60%-79.5pp | 62.18%-66.0pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,087 | $3,176-65.8% | $2,851-61.9% | $4,869-77.7% |
| Participant deferral / active EE | $1,793 | $3,901-54.1% | $3,517-49.0% | $5,287-66.1% |
| Admin fee / account holder | $3,332 | $5,263-36.7% | $4,510-26.1% | $10,132-67.1% |